I am the original poster. I already added this update/reply to my original posting but I may have uploaded it to a different spot.
Anyway, I clicked on the "Forms" button to go Old School and review the entries for my 1099-R. I found in there that the box "is this an inherited IRA" was checked YES. It is not an inherited IRA.
As soon as I unchecked the box, things returned to normal, AND the step by step section added the question similar to year 2024 asking "Does all of your withdrawal count towards the 2025 RMD required by 31 December 2025."
I am at a total loss as to how that inherited IRA box got checked. I've reviewed the step by step and can't see anything asked if it was an inherited IRA but it did show up in the Forms section. In my year 2024 return, one of the first questions in the step-by-step asks if it was an Inherited IRA.
In any regard, it's now reflecting the previous correct amount of refund and taxes as computed prior to the Form 1099R section update.
